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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1+ years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 86-0222062 PO BOX 1430 · CHARLOTTE, NC 28201 | Directed Trustee | $569 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,464 | $76,407-66.7% | $150,298-83.1% | $82,448-69.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 5.67% | 39.99%-34.3pp | 62.79%-57.1pp | 41.64%-36.0pp |
| Employer contribution / active EE | $2,055 | $2,614-21.4% | $4,154-50.5% | $2,551-19.4% |
| Participant deferral / active EE | $2,236 | $3,214-30.4% | $5,453-59.0% | $4,139-46.0% |
| Admin fee / account holder | $1,366 | $6,352-78.5% | $14,116-90.3% | $7,234-81.1% |